First Affirmative Aggressive (S:0P0001KSU1)
16.32
+0.07
(+0.44%)
USD |
Jun 30 2024
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 12, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Nuveen Large Cap Responsible Equity Fund R6 | 19.16% | 29.05 | 0.59% |
| Impax Large Cap Fund Institutional | 14.12% | 11.29 | 0.09% |
| Domini Impact International Equity Fund Y | 8.85% | 11.65 | 0.52% |
| Trillium ESG Global Equity Fund Institutional | 7.87% | 56.14 | 0.41% |
| Natixis Mirova Global Megatrends Fund Y | 7.73% | 22.59 | 0.53% |
| Praxis Value Index Fund I | 6.34% | 19.96 | 0.40% |
| Calvert Equity Fund I | 5.69% | 86.04 | 0.56% |
| RBC Emerging Markets Equity Fund I | 4.99% | 17.66 | 0.34% |
| Parnassus Core Equity Fund Institutional | 3.36% | 57.73 | 0.87% |
| Parnassus Value Equity Fund Institutional | 3.34% | 57.92 | 0.66% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |